Filed October 10, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,034 | $89,753+114.0% | $107,525+78.6% | $84,808+126.4% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 20.20% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,506 | $3,113+44.7% | $3,754+20.0% | $2,631+71.3% |
| Participant deferral / active EE | $7,920 | $4,056+95.3% | $5,116+54.8% | $4,212+88.0% |
| Admin fee / account holder | $4,200 | $7,222-41.8% | $8,919-52.9% | $7,344-42.8% |